Advanced Filtering

Before you begin

Procedure

  1. To access advanced filtering, right-click a column header in any of the correspondence windows, and select Advanced Filters from the menu that appears.

  2. The Advanced Filters window appears.

  3. Select the columns you wish to filter via the Columns to Filter section.
  4. Each column type offers numerous filtering options to select from. In the example above, the Subject column is selected, and on the right-hand side of the window are the filter options available to the Subject column. The lower-right section of this window lists the filters to be applied.
  5. (Optional) You can save your filter configuration as a default for the Holding File, by ticking the associated check box at the bottom-left of the window.
  6. When you are ready to apply the filter, click OK

Results